Financial Planner with Expertise in Retirement Planning and Wealth Preservation
Roy Piske, Financial Advisor
I've always had a passion for investing and personal finance. During my 40-year career as a ground crew worker in the airline industry, I spent my spare time consuming financial news and understanding events that drive the market and the economy. I learned everything I could about personal financial management, retirement planning, and risk management. I used my knowledge to apply sound investment principles to my life to achieve financial independence and have helped numerous friends, family, and colleagues do the same. After retiring from a successful four decades with Southwest Airlines, I am blessed to use my passion and my skills to help others build financial freedom as well.
Some might consider this my encore career, but I consider it a calling to share my wisdom and expertise in wealth management. I have become a licensed advisor because I believe individuals at any income level and any investing expertise can gain greater control over their financial future, provide for their families, and plan for a fulfilling and secure retirement.
My Ideal Client
My background has taught me the benefit of a strong work ethic and the value of delivering exceptional customer service. My ideal client is willing to invest their time to achieve financial independence and follow sound, long-term saving and investing principles. As your trusted advisor, I provide personalized attention and support with:
- Planning for or transitioning into retirement with income-generating investments
- Strategies to protect your nest egg and minimize risks
- Structuring custom, managed portfolio specific to your time horizon and goals
- Optimizing retirement plans such as 401ks, 403b, and Roth and traditional IRAs
I am an independent advisor with Wealth Services Alliance, a team of highly experienced and credentialed wealth management professionals. My colleagues hold the industry's most rigorous and esteemed designations, including Certified Financial Planner, Chartered Financial Analyst, Accredited Estate Planner, Chartered Financial Consultant, and more.
Wealth Services Alliance
Services provided by WSA Affiliates, LLC
10,000 N. Central Expressway
Dallas, TX 75231
Recipient of the President's Award (2008), a top honor awarded to an employee nominated by peers for outstanding commitment to company values.
President of Election Committee for the Transport Workers Union (TWU) in Dallas, TX and served as local TWU representative.
Series 7 and Series 66 license holder.
Happily married to my wife, Laura, and together, we have raised our four wonderful children.